Board, advisory, and executive leadership for industrial, residential, building products, and services companies.
Board, advisory, and executive leadership for industrial, residential, building products, and services companies.
Joe Bergman is Founding Partner of The Oak Table, an advisory practice providing consulting, investment, and board work to private equity sponsors and privately held companies.
He serves as a board director and executive advisor with Gryphon Investors and GHK Capital Partners. That includes board seats at Rapid Air and Repipe Specialists and a board advisory role at AirX Climate Solutions. He also serves on the board of The COATS Company.
Joe was previously launch CEO of Friendly Home Services Group, an HVAC and plumbing build-up sponsored by Alchemy Capital Partners and RFE Investment Partners. He was also owner and president of Master Tech Plumbing, Heating & Air, a residential services buy-and-build.
Before that, he spent 25 years in general management and commercial leadership at Ingersoll Rand and Trane. His last role there was Vice President, Global Channel Development, for the $1.6B Compression Technologies & Services business.
Joe uses AI hands-on in diligence, target screening, and financial and contract analysis under a documented verification standard, and he coaches executives and their teams on putting AI tools to work.
Board and executive leadership
Board seats, executive advisory, and CEO partnership for sponsor-backed and privately held companies.
Investment thesis and M&A
Market and target evaluation, acquisitions, and integration.
Platform growth
Buy-and-build strategy, add-on integration, and leadership build-out.
Commercial and operating strategy
Go-to-market, channel development, service and aftermarket growth, and sales excellence.
AI-enabled value creation
AI risk and opportunity assessment in diligence, practical AI use in pricing, service, and back-office workflows, and hands-on coaching that helps leadership teams implement and adopt AI tools.
Sectors
Industrial equipment and aftermarket · Residential HVAC and plumbing services · Building products · Industrial distribution · Commercial services
Prepared an industrial chemical company for a successful sale at 2x its initial valuation.
Turned around an industrial distributor from negative EBITDA to double-digit EBITDA margins in 18 months.
Built a sales process and training program for a commercial services company that doubled quota attainment in 18 months.
Integrated three Dallas-based residential services companies in nine months before exit.
Served as launch CEO of a sponsor-backed HVAC and plumbing platform.
Acquired and integrated seven channel partners and completed one channel divestiture for a $1.6B global business.
Doubled the rental business and more than doubled the contracting business, while improving margins, in a $250M services business.
Led a multi-year turnaround of a $500M compression business, moving the mix to 60% services and growing both market share and margins.
Ran the $850M Trane aftermarket parts business across 180 company stores and 100 independent distributors, and launched the Trane Supply brand.
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